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InFRE's 2020 4th Qtr Issue of Retirement Insight and Trends- 1 hr CRC® Only CE Credit

The January 2021 free quarterly newsletter features articles on Medical Planning, Guranteed Income and HSAs.

Kelley Long, CPA/PFS, CFP®David BlanchettEmily Gang

Articles in the 4th Quarter - January 2021 Issue:

  • 21st Century Medicare Planning to Protect Your Client's Healthcare Rights and Retirement Savings  by Emily Gang, Owner of The Medicare Coach
  • Guaranteed Income: The Forgotten Household Asset by David M. Blanchett, PhD, CFA, CFP®, Head of Retirement Research, Morningstar Investment Management
  • Advisor’s Guide to Health Savings Accounts: Differentiate Yourself Kelley Long, CPA/PFS, CFP®

Some of the topics covered in this issue:

  1. Understand three things your clients should be doing one to three years before Medicare to prepare for Medicare; get key questions your clients should ask themselves, so they don’t regret their Medicare decision; recognize how your client’s income and distributions will impact what they pay for Medicare; know the appropriate situation when your client should delay joining Medicare. 

  2. Summarize how to evaluate the benefit of guaranteed income and why the probability success is the wrong metric to assess its value; distinguish how guaranteed income should be considered as part of a balance sheet and statement of cash flows; realize the impact of guaranteed income on optimal spending strategies, including a review of how it is more valuable asset than a traditional portfolio, especially in today’s environment. 

  3. Review the basics of HSAs; learn multiple advanced planning techniques utilizing HSAs; gain several practical tips to incorporate your HSA expertise into client communications; enhance your reputation as a trusted advisor. 

1 hr CRC® Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® CE credit is free. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CRC® ID.  

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

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Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


InFRE's 2020 4th Qtr Issue of Retirement Insight and Trends- 1 hr CRC® Only CE Credit


Members Only